Portfolio manager Chris Hart of Robeco BP Global Premium Equities is proclaimed ‘European Fund Manager of the Year’ by Morningstar in the category ‘global equity’. “Hart has vast experience as an analyst and portfolio manager and has proven himself a talented stock picker. The returns of his fund are impressive.“
The prestigious Morningstar European Fund Manager of the Year Award was announced Tuesday 26 April. Morningstar writes about Hart: “Christopher Hart has vast experience as an analyst and portfolio manager. He moved to Robeco Boston Partners in 2002 where he started as an analyst before being appointed portfolio manager of the firm’s smallcap value fund in 2004.”
“Since July 2008, Hart has run global equities and he has been instrumental in the successful execution of the well-designed investment process that characterizes Robeco Boston Partners, which is based on valuations, business fundamentals, and momentum. Hart has also proven himself as a talented stock picker. His strong track record is primarily driven by consistent stock selection, adding value in almost all sectors, regions, and market capitalizations.”
“With the Robeco BP Global Premium Equities fund, Hart has beaten the category average in 89 percent of the 12-month rolling periods since his appointment in 2008, yielding top decile rankings during the three- and five-year periods. Risk-adjusted returns are also impressive and Hart’s personal investment in the strategy he runs aligns his interests with those of investors.”
The awards draw upon the qualitative analysis of Morningstar’s 30-member Europe, Middle East, and Africa (EMEA) manager research team to recognize the best fund managers on the continent. The awards are presented in three categories: European Equity, Global Equity, and European Fixed Income. To qualify for a nomination, at least one fund under a manager’s leadership must be a Morningstar Medalist – a fund that has garnered a Morningstar Analyst Rating of Gold, Silver, or Bronze. Robeco BP Global Premium Equities has a Silver rating.
A fund manager may be nominated, providing the fund associated with his or her nomination is available for sale in at least one European market.
“Each nominee undergoes rigorous evaluation using the five pillars of our Analyst Rating methodology to identify the best managers in the industry. Our analysis incorporates a deep look at the quality of the fund management, the strength of the investment process used to run the fund, the quality of the parent organization – including how it treats investors in its funds – performance, and costs”, says Morningstar’s Javier Saenz de Cenzano, Director of the Manager Research Practice EMEA. “All of our award winners have shown themselves to be seasoned, talented, and successful managers who have demonstrated outstanding stewardship of investors’ capital over the long term.”
Commenting on the award, Christopher Hart, portfolio manager of Robeco BP Global Premium Equities, said: “This award is a very special result and an unprecedented recognition. We are delighted that adhering to our three-circles approach focusing on valuation, fundamentals and momentum has paid off for our clients and has been recognized in the industry. We see this as an affirmation of our longstanding investment strategy at Boston Partners. ”
Robeco’s Sander Bus and Roeland Moraal of Robeco High Yield Bonds were nominated in the category ‘fixed-income Europe’.
The content displayed on this website is exclusively directed at qualified investors, as defined in the swiss collective investment schemes act of 23 june 2006 ("cisa") and its implementing ordinance, or at “independent asset managers” which meet additional requirements as set out below. Qualified investors are in particular regulated financial intermediaries such as banks, securities dealers, fund management companies and asset managers of collective investment schemes and central banks, regulated insurance companies, public entities and retirement benefits institutions with professional treasury or companies with professional treasury.
The contents, however, are not intended for non-qualified investors. By clicking "I agree" below, you confirm and acknowledge that you act in your capacity as qualified investor pursuant to CISA or as an “independent asset manager” who meets the additional requirements set out hereafter. In the event that you are an "independent asset manager" who meets all the requirements set out in Art. 3 para. 2 let. c) CISA in conjunction with Art. 3 CISO, by clicking "I Agree" below you confirm that you will use the content of this website only for those of your clients which are qualified investors pursuant to CISA.
Representative in Switzerland of the foreign funds registered with the Swiss Financial Market Supervisory Authority ("FINMA") for distribution in or from Switzerland to non-qualified investors is Robeco Switzerland AG, Josefstrasse 218, 8005 Zürich, and the paying agent is UBS Switzerland AG, Bahnhofstrasse 45, 8001 Zürich. Please consult www.finma.ch for a list of FINMA registered funds.
Neither information nor any opinion expressed on the website constitutes a solicitation, an offer or a recommendation to buy, sell or dispose of any investment, to engage in any other transaction or to provide any investment advice or service. An investment in a Robeco/Robeco Switzerland AG product should only be made after reading the related legal documents such as management regulations, articles of association, prospectuses, key investor information documents and annual and semi-annual reports, which can be all be obtained free of charge at this website, at the registered seat of the representative in Switzerland, as well as at the Robeco/Robeco Switzerland AG offices in each country where Robeco has a presence. In respect of the funds distributed in Switzerland, the place of performance and jurisdiction is the registered office of the representative in Switzerland.
This website is not directed to any person in any jurisdiction where, by reason of that person's nationality, residence or otherwise, the publication or availability of this website is prohibited. Persons in respect of whom such prohibitions apply must not access this website.